+1,297.6%
GPC vs IBN
+1,532.9%
-235.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | +1.2% | +1.4% | -0.2% | +1.0% |
| 30D | +6.0% | -0.3% | +6.3% | +6.0% |
| 3M | +42.6% | +17.1% | +25.5% | +39.0% |
| 6M | +22.8% | +3.4% | +19.4% | +22.0% |
| YTD | +15.5% | +2.5% | +12.9% | +14.8% |
| 1Y | +2.0% | -4.2% | +6.2% | +2.5% |
| 3Y | -1.4% | +32.4% | -33.8% | -6.5% |
| 5Y | +30.6% | +59.2% | -28.6% | +19.6% |
| 10Y | +80.6% | +345.7% | -265.1% | +37.5% |
| All | +1,297.6% | +1,532.9% | -235.3% | +757.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling